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nkabbara

Appointment Source In Mitchell1

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Hi All,

 

I've been learning the M1 scheduler and noticed that I can't specify where the lead is coming from.

 

I have several ad campaigns running and when a call comes in, I'd like our SA to be able to use the scheduler to set an appointment and specify the source of the call, i.e. which ad campaign generated the call.

 

Any idea how we can do this or a workaround?

 

The only thing close to this that I found is "Referred by" in the customer record, but it's not easy getting there from the scheduler.

 

Thanks in advance.

 

 

-Nash

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Edited by Jeff

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